M&A - Mergers &
Acquisitions

ESOP SYSTEM

M&A - Mergers & Acquisitions

ESOP - EXCELLENCE has dealt with numerous M&As and served as a Paying Agent, Escrow Agent, Trustee and Tax Withholding Agent for Israeli Tax purposes.

ESOP - EXCELLENCE provides One Stop Shop solution that includes all services required, among other things, the following:

  • Collecting the various documents and information from the shareholders and optionholders.
  • Verification that all the documents were executed properly and all related documents were provided (for example, receiving the share certificates, US Tax forms, etc.).
  • Issuing of reports as required.
  • Withholding of Israeli Taxation.
  • Wiring the proceeds to the beneficiates (shareholders, optionholders, service providers, authorities, etc.).
Paying and Escrow Agents Services

Paying and Escrow Agents Services

Our services include, among other things, the following:

  • Open trust accounts
  • Distribute the funds to the accounts of the beneficiaries in accordance with the Paying and Escrow Agreements.
  • Calculation and deduction of Israeli Taxes to the Israeli Tax Authorities through ESOP – EXCELLENCE and issuance of formal approvals (106 or 856).
Options Cash Out

Options Cash Out

Our services include, among other things, the following:

  • Holding the shares/cash and follows the vesting schedules and holding period according to Section 102.
  • Tailor made services in accordance with the company's requirements.
  • Reporting and administration to the Israeli Tax Authorities as required according to the law and any tax ruling obtained from the Israeli Tax Authorities.
  • Deduction of taxes to both the Israeli Tax Authorities and social Security (including as required crediting the income to the last employment day) through ESOP – EXCELLENCE and issuance of formal approvals (106 or 856).